PATRIOT FNCL GRP INSUR AGENCY
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
9
Active participants
4,853
Total plan assets
$147.1M
Filings (rows)
9
Direct comp
$236K
Indirect comp
$0
SERVICES PROVIDED
Other9
Top plans served
All 9 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PURPLE COMMUNICATIONS, INC. PURPLE COMMUNICATIONS, INC. 401(K) PLAN | AUSTIN, TX | Other INVESTMENT/FINANCIAL ADVI | 1,177 | $34.3M | $43K |
| PURPLE COMMUNICATIONS, INC. PURPLE COMMUNICATIONS, INC. 401(K) PLAN | AUSTIN, TX | Other INVESTMENT/FINANCIAL ADVI | 1,391 | $30.9M | $49K |
| CSDVRS, LLC CSDVRS, LLC 401(K) PLAN | AUSTIN, TX | Other INVESTMENT/FINANCIAL ADVI | 281 | $18.3M | $23K |
| CSDVRS, LLC CSDVRS, LLC 401(K) PLAN | AUSTIN, TX | Other INVESTMENT/FINANCIAL ADVI | 333 | $15.8M | $25K |
| IRONCLAD ENVIRONMENTAL SOLUTIONS IRONCLAD ENVIRONMENTAL SOLUTIONS 401(K) PLAN | HOUSTON, TX | Other INVESTMENT/FINANCIAL ADVI | 543 | $12.8M | $25K |
| OPENGATE INC. OPENGATE INC. 401(K) RETIREMENT PLAN | ARMONK, NY | Other INVESTMENT/FINANCIAL ADVI | 150 | $11.4M | $25K |
| OPENGATE INC. OPENGATE INC. 401(K) RETIREMENT PLAN | ARMONK, NY | Other INVESTMENT/FINANCIAL ADVI | 141 | $11.3M | $25K |
| IRONCLAD ENVIRONMENTAL SOLUTIONS IRONCLAD ENVIRONMENTAL SOLUTIONS 401(K) PLAN | HOUSTON, TX | Other INVESTMENT/FINANCIAL ADVI | 458 | $7.4M | $7K |
| PRIMAL PET FOODS, INC. PRIMAL PET FOODS, INC. 401(K) PROFIT SHARING PLAN & TRUST | FAIRFIELD, CA | Other INVESTMENT/FINANCIAL ADVI | 379 | $5.0M | $14K |